Agent library / Client meetings / Meeting prep brief
Meeting prep brief
Two days before a client meeting, PitCrew builds a short brief from your CRM, documents and account data: what was discussed last time, open items, documents missing or out of date, and account changes. The associate reviews it.
When it runsBefore each client meeting
Who approvesAssociate advisor
Works withCRM, document storage, account data files
How it works
5 steps. A person decides at the end.
- Sees the meetingOn the calendar or in the CRM
- Gathers the historyLast meeting notes, open tasks and recent requests
- Checks documentsIPS, ID, trusted contact, beneficiaries on file
- Builds the briefOne to two pages
- A person approvesAssociate reviewsAdds judgment and shares with the advisor
What it reads and what it produces
Reads
- CRM history and open tasks
- Documents on file
- Account data from your portfolio system or custodian data
Produces
- A one to two page brief
- A list of missing or out-of-date documents
- Open items to raise
Rules it follows
- Shows the sourceEach point links to where it came from.
- Read onlyIt changes no records.
Questions firms ask
Last updated: October 2026
What if a document is missing?
It lists it in the brief so the team can request it before or during the meeting.
Will it change our CRM records without asking?
No. Every update is shown to a person first. Nothing is written until it is approved.
How long does it take to set up?
5 working days from data access to the first production run. PitCrew experts connect your systems and enter your firm's rules.
More in Client meetings
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Don't see your work?
Tell us the taskWe build it with you, from data access to the first production run in 5 working days.